长期资金“压舱石”策略凸显 两家险企再度增持银行H股

Core Viewpoint - Insurance funds continue to purchase bank stocks, which are viewed as a "ballast" for long-term investments, indicating strong confidence in the banking sector [1] Group 1: Investment Activities - Ping An Life has increased its holdings in Agricultural Bank of China (ABC) H-shares by 26.515 million shares, raising its total holdings to 4.329 billion shares, which now accounts for over 14% of the bank's total H-shares [1] - On the same day, Hongkang Life increased its holdings in Zhengzhou Bank H-shares by 47.215 million shares, bringing its total to approximately 371 million shares, which represents over 18% of the bank's total H-shares and 4.08% of its total share capital [1] - From February 17 to August 13, Ping An Life cumulatively increased its holdings in ABC H-shares by approximately 2.84 billion shares, with a total expenditure of around 14 billion Hong Kong dollars based on the average transaction price during this period [1] Group 2: Previous Purchases - Prior to the recent purchases, Ping An Life had made two significant increases in its holdings of ABC H-shares on February 17 and May 12, with the holdings surpassing 5% and 10% of the total H-shares respectively [1] - Hongkang Life had previously made consecutive increases in its holdings of Zhengzhou Bank H-shares on June 27, July 25, and August 8 before the latest purchase [1]